13F Filings for Legacy Wealth Management, Inc (CIK: 1488921)
View the most recent portfolio holdings disclosed by Legacy Wealth Management, Inc in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 530.04K | $329.10M | 20.47% | Increased | 22.45K (4.0%, $43.89M) |
| IWB - ISHARES TR(Class: RUS 1000 ETF) | 728.85K | $247.50M | 15.39% | Decreased | 29.48K (3.0%, $14.89M) |
| SCHK - SCHWAB STRATEGIC TR(Class: 1000 INDEX ETF) | 6.65M | $198.31M | 12.33% | Decreased | 243.20K (3.0%, $12.74M) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: CORE PLUS BD ETF) | 3.31M | $156M | 9.70% | Increased | 81.09K (2.0%, $3.88M) |
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 3.10M | $141.72M | 8.81% | Increased | 1.14K (0.0%, $361.61K) |
| SCHM - SCHWAB STRATEGIC TR(Class: US MID-CAP ETF) | 4.18M | $117.30M | 7.30% | Decreased | 21.09K (0.0%, $7.18M) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 1.39M | $86.13M | 5.36% | Increased | 43.57K (3.0%, $7.64M) |
| JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 1.48M | $74.92M | 4.66% | Increased | 31.82K (2.0%, $1.68M) |
| IXUS - ISHARES TR(Class: CORE MSCI TOTAL) | 773.34K | $59.79M | 3.72% | Decreased | 7.81K (0.0%, $5.25M) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 2.34M | $57.28M | 3.56% | Increased | 35.23K (1.0%, $6.31M) |
| IJR - ISHARES TR(Class: CORE SP SCP ETF) | 495.69K | $54.17M | 3.37% | Decreased | 392 (0.0%, $2.30M) |
| SCHA - SCHWAB STRATEGIC TR(Class: US SML CAP ETF) | 1.13M | $28.58M | 1.78% | Increased | 20.29K (1.0%, $2.59M) |
| HMOP - HARTFORD FDS EXCHANGE TRADED(Class: MUN OPORTUNITE) | 501.44K | $19.19M | 1.19% | Decreased | 11.46K (2.0%, $526K) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 56.02K | $12.09M | 0.75% | Decreased | 2.48K (4.0%, $418.77K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 28.21K | $8.57M | 0.53% | Increased | 1.21K (4.0%, $1.15M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 9.99K | $6.17M | 0.38% | Unchanged | |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 39.61K | $3.93M | 0.24% | Increased | 3.16K (8.0%, $323.68K) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 37.79K | $900.46K | 0.06% | Increased | 854 (2.0%, $105.30K) |
| SCMB - SCHWAB STRATEGIC TR(Class: MUN BD ETF) | 34.19K | $860.98K | 0.05% | Increased | 22.08K (182.0%, $553.75K) |
| AAPL - APPLE INC(Class: COM) | 3.86K | $792.43K | 0.05% | Increased | 924 (31.0%, $139.81K) |
| SCHZ - SCHWAB STRATEGIC TR(Class: US AGGREGATE B) | 29.85K | $693.62K | 0.04% | Decreased | 9.50K (24.0%, $217.66K) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 1.54K | $674.26K | 0.04% | New | 1.54K ($674.26K) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 1.27K | $540.91K | 0.03% | Unchanged | |
| T - ATT INC(Class: COM) | 18.32K | $530.33K | 0.03% | Decreased | 924 (4.0%, $14.04K) |
| MSFT - MICROSOFT CORP(Class: COM) | 845 | $420.31K | 0.03% | Decreased | 669 (44.0%, $148.03K) |